Rolf Bulk(@rolfbulk):The KOSPI is down a staggering 10% today, as concerns around the $250B Nvidia/OpenAI backstop and homegrown Chinese immersion lithography weigh on $SKHY and Samsung. In our view, concerns about the sustainability of the AI infrastructure cycle are premature. We see no evidence that spending is slowing (Google raised capex $15B just a few days ago), or that AI capex is failing to generate the ROI needed to justify investments. Happy to discuss with CNBC:

Rolf Bulk

@rolfbulk

Head of Semiconductors & Infrastructure @FuturumEquities | No investment advice.

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Rolf Bulk@rolfbulk

2026.07.28 03:22

The KOSPI is down a staggering 10% today, as concerns around the $250B Nvidia/OpenAI backstop and homegrown Chinese immersion lithography weigh on $SKHY and Samsung. In our view, concerns about the sustainability of the AI infrastructure cycle are premature. We see no evidence that spending is slowing (Google raised capex $15B just a few days ago), or that AI capex is failing to generate the ROI needed to justify investments. Happy to discuss with CNBC:

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